Welcome to Precision Wealth
Having a professional plan and a professional planning team can make all the difference.
Our business philosophy is grounded in a core fiduciary principle to develop financial plans in the best interest of our clients, as we align our client’s needs & goals with their particular financial realities.
The result is a custom-tailored plan that balances five key areas: tax exposure, risk, growth potential, income and legacy to meet our client’s financial objectives.
Your Plans are our Passion
We love what we do, we love the relationships we get to build, and we love seeing our Client’s goals be accomplished.
Our Clients have come to expect the combination of having of a well-organized financial plan, and the knowledge that they have a team of experienced professionals who genuinely care about them and their goals.
No matter what stage you are in:
- Accumulating assets and need to create a financial plan & managed investment strategy
- Fixing or adjusting plans, portfolios, or insurances designed in the past
- In need of a retirement income plan that is both tax managed and may offer solutions for uncertainty, or
- Your concerns revolve around legacy, insurance & long-term care, money strategies and estate plans
Precision Wealth is here to partner with you. Come join our family.
Making the most of surprises is a great reason to work with us.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Important items to consider when purchasing condo insurance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
There’s a link between debt and stress.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?